0001909307-23-000002.txt : 20230301 0001909307-23-000002.hdr.sgml : 20230301 20230228213622 ACCESSION NUMBER: 0001909307-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230301 DATE AS OF CHANGE: 20230228 EFFECTIVENESS DATE: 20230301 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Investments & Financial Planning, LLC CENTRAL INDEX KEY: 0001909307 IRS NUMBER: 454347473 STATE OF INCORPORATION: KY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21779 FILM NUMBER: 23689449 BUSINESS ADDRESS: STREET 1: 1795 ALYSHEBA WAY STREET 2: SUITE 7104 CITY: LEXINGTON STATE: KY ZIP: 40509 BUSINESS PHONE: 8595438188 MAIL ADDRESS: STREET 1: 1795 ALYSHEBA WAY STREET 2: SUITE 7104 CITY: LEXINGTON STATE: KY ZIP: 40509 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001909307 XXXXXXXX 12-31-2022 12-31-2022 Investments & Financial Planning, LLC

1795 ALYSHEBA WAY SUITE 7104 LEXINGTON KY 40509

13F HOLDINGS REPORT 028-21779 000164333 N DAVID B SHORT 8595438188 DAVID B SHORT Lexington KY 02-28-2023 0 36 102055962 false INFORMATION TABLE 2 ifp13fdec3122.xml APPLE INC COM 037833100 385745 2969 SH SOLE 0 0 0 2969 BOEING CO COM 097023105 200205 1051 SH SOLE 0 0 0 1051 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 1095412 54935 SH SOLE 0 0 0 54935 ISHARES INC MSCI WORLD ETF 464286392 1499770 13728 SH SOLE 0 0 0 13728 ISHARES TR SHRT NAT MUN ETF 464288158 472609 4533 SH SOLE 0 0 0 4533 ISHARES TR NATIONAL MUN ETF 464288414 731460 6932 SH SOLE 0 0 0 6932 ISHARES TR IBOXX INV CP ETF 464287242 826854 7843 SH SOLE 0 0 0 7843 ISHARES TR U.S. REAL ES ETF 464287739 1888661 22433 SH SOLE 0 0 0 22433 ISHARES TR 0-5YR HI YL CP 46434V407 832244 20353 SH SOLE 0 0 0 20353 ISHARES TR CORE S&P MCP ETF 464287507 18171533 75123 SH SOLE 0 0 0 75123 ISHARES TR RUS MD CP GR ETF 464287481 1940690 23214 SH SOLE 0 0 0 23214 MICROSOFT CORP COM 594918104 217599 907 SH SOLE 0 0 0 907 NVIDIA CORPORATION COM 67066G104 405835 2777 SH SOLE 0 0 0 2777 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 222463 3370 SH SOLE 0 0 0 3370 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 447685 15079 SH SOLE 0 0 0 15079 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 219902 6672 SH SOLE 0 0 0 6672 SPDR SER TR PRTFLO S&P500 GW 78464A409 18981068 374602 SH SOLE 0 0 0 374602 SPDR SER TR PORTFOLIO AGRGTE 78464A649 425269 16923 SH SOLE 0 0 0 16923 SPDR SER TR PRTFLO S&P500 VL 78464A508 450893 11594 SH SOLE 0 0 0 11594 SPDR SER TR BLOOMBERG HIGH Y 78468R622 266843 2965 SH SOLE 0 0 0 2965 SPDR SER TR PORTFOLIO S&P500 78464A854 931597 20711 SH SOLE 0 0 0 20711 TESLA INC COM 88160R101 570447 4631 SH SOLE 0 0 0 4631 VANGUARD BD INDEX FDS INTERMED TERM 921937819 2153387 28975 SH SOLE 0 0 0 28975 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 4724337 99607 SH SOLE 0 0 0 99607 VANGUARD INDEX FDS SM CP VAL ETF 922908611 4943199 31128 SH SOLE 0 0 0 31128 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 4780316 35347 SH SOLE 0 0 0 35347 VANGUARD INDEX FDS SMALL CP ETF 922908751 17778903 96867 SH SOLE 0 0 0 96867 VANGUARD INDEX FDS MID CAP ETF 922908629 1559700 7653 SH SOLE 0 0 0 7653 VANGUARD INDEX FDS SML CP GRW ETF 922908595 443955 2214 SH SOLE 0 0 0 2214 VANGUARD INDEX FDS GROWTH ETF 922908736 1013932 4758 SH SOLE 0 0 0 4758 VANGUARD INDEX FDS VALUE ETF 922908744 1429014 10180 SH SOLE 0 0 0 10180 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 6727810 78058 SH SOLE 0 0 0 78058 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 248339 6371 SH SOLE 0 0 0 6371 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 4233431 56303 SH SOLE 0 0 0 56303 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 283048 1864 SH SOLE 0 0 0 1864 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 551807 9049 SH SOLE 0 0 0 9049